RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Millennium Global Advisors, LLC
RIAAUM $322KTEAM 1REPS 1
Elite Portfolios
RIACarmel By The Sea, CA
AUM $322KTEAM 1REPS 2
Waltium Investment Advisors
RIAAUM $321KTEAM 1REPS 1
Skysphere LLC
RIASan Jose, CA
AUM $320KTEAM 1REPS 1
Bull & Bear Capital Advisors, LLC
RIAJacksonville, FL
AUM $317KTEAM 1REPS 1
Connolly Wealth Management
RIAAUM $316KTEAM 1REPS 1
Five Point Investments
RIAAUM $315KTEAM 1REPS 1
Onlyfunds
RIAAUM $314KTEAM 1REPS 1
Unifimoney Ria
RIAAustin, TX
AUM $314KTEAM 5REPS 3
Mozella Asset Management
RIASt Petersburg, FL
AUM $313KTEAM 1REPS 1
MDO Financial Planning, LLC
RIAAUM $312KTEAM 1REPS 1
New Jam Financial Strategists, LLC
RIAAUM $310KTEAM 1REPS 1
Aureana Capital Management, LLC
RIAAUM $308KTEAM 1REPS 1
Sandlot Private Wealth LLC
RIAOrem, UT
AUM $305KTEAM 4REPS 4
J Kaiser Management, LLC
RIAAUM $305KTEAM 1REPS 1
Reaching Upward Financial Solutions LLC
RIAAUM $304KTEAM 1REPS 1
Sundial Capital Management, L.P.
RIAArlington, TX
AUM $304KTEAM 1REPS 2
Silveria Wealth Group, LLC
RIABoise, ID
AUM $304KTEAM 1REPS 1
Norcross Capital Management LLC
RIAAUM $303KTEAM 1REPS 1
Robinson Wealth And Financial Planning
RIAAUM $303KTEAM 1REPS 1
Kastler Financial Planning
RIAAUM $302KTEAM 1REPS 1
East Shore Advisors, LLC
RIAAUM $300KTEAM 1REPS 1
Aurea Investments LLC
RIAMilwaukee, WI
AUM $300KTEAM 1REPS 1
Quahog Investments LLC
RIAAUM $300KTEAM 1REPS 1
Other AUM ranges
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